EST
MOFG

EA Series Trust’s MidWestOne Financial Group MOFG Stock Holding History

EA Series Trust’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$879K Buy
+41,141
New +$855K 0.03% 643

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EA Series Trust's MOFG Position: Q2 2023 in Review

EA Series Trust opened a new position in MidWestOne Financial Group (MOFG) in Q2 2023: 41,141 shares worth $879K. The stake represents 0.03% of the portfolio and ranks #643 among its holdings.

80 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

  • EA Series Trust held 41,141 shares of MidWestOne Financial Group worth $879K as of Q2 2023.
  • MidWestOne Financial Group was a new EA Series Trust position in Q2 2023.
  • MidWestOne Financial Group made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #643 holding.
  • 80 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.